---
title: "Customers : How to create a flag"
description: Club Caddie
---

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1. [Club Caddie](https://support.clubcaddie.com/?hsLang=en)
2. [Customers](https://support.clubcaddie.com/customers?hsLang=en)

September 16, 2025

# Customers : How to create a flag

## This article contains step-by-step instructions on how to set a new flag for customers.

### **Step-By-Step:**

**Step 1:** Select the  **CUSTOMERS** module from the module navigation menu. Next, select  **Customer** from the left side of the window. The system will show existing customers in the  **ALL CUSTOMERS** window. 

  

![](https://support.clubcaddie.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsn591630c105a0c452f28fb3d58c1adddb764eee002ee5bbbf154a1a1ae61c767dcac064d1abab23a5057619b372f20d6f.png?width=2158&height=1154&name=edbsn591630c105a0c452f28fb3d58c1adddb764eee002ee5bbbf154a1a1ae61c767dcac064d1abab23a5057619b372f20d6f.png)

  

**Step 2:** To set a flag for a new customer click on the  **Add Customer** button. The system will generate a new  **ADD CUSTOMER** window. Fill in all the necessary info in the  **GENERAL INFO** and  **MEMBER INFO**.

  

![](https://support.clubcaddie.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsn80f59103d3992df995579c946570fd1ee11c16b7440ad89510758b42c32ad18bc95f4e24aa0615f64ad119a970ef2601.png?width=1922&height=1033&name=edbsn80f59103d3992df995579c946570fd1ee11c16b7440ad89510758b42c32ad18bc95f4e24aa0615f64ad119a970ef2601.png) 

**Step 3:** Select  **SET FLAG** under the  **General** tab. Input all the necessary info, then click on the  **Add Flag** button.  The flag created will be set to the customer.

  

![](https://support.clubcaddie.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsn4b117c92150d19c56252bb02e005c64b7dc7d96840bad7434e625395ea6fef05ebe8a0ceda13db23cb720fb7d141c602.png?width=1918&height=1026&name=edbsn4b117c92150d19c56252bb02e005c64b7dc7d96840bad7434e625395ea6fef05ebe8a0ceda13db23cb720fb7d141c602.png)

  

**Step 4:**  To set a flag for an existing customer, click  **View/Edit** from the existing customer's  **ACTION** section. The system will open a customer window. Select the  **SET FLAG** tab under the  **General** tab **.**  Fill in the necessary info, then click the  **Add Flag** button. A flag will be set for the customer.

![](https://support.clubcaddie.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsn0c01842609fe3f19d26096652481c4321bdd912a02a3fce9f830892b61cd15a734c0cb0bdd911868cfa0ca786d2b904a.png?width=1919&height=1031&name=edbsn0c01842609fe3f19d26096652481c4321bdd912a02a3fce9f830892b61cd15a734c0cb0bdd911868cfa0ca786d2b904a.png)

  

![](https://support.clubcaddie.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsnf9db9e8e2ce0078040fb885893dce531518e0dea26d3fffa81ff33272c3f72f25ebb7942032b25b4e2d9479d94ec4fcf.png?width=1923&height=1032&name=edbsnf9db9e8e2ce0078040fb885893dce531518e0dea26d3fffa81ff33272c3f72f25ebb7942032b25b4e2d9479d94ec4fcf.png)

  

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